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Sumitomo Mitsui Financial Grp shares owned by J.Safra Asset Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by J.Safra Asset Management from 13F filings

Historical chart of J.Safra Asset Management investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by J.Safra Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by J.Safra Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $385k 20k 19.75
2016-09-30 $102k 15k 6.78
2016-06-30 $86k 15k 5.72

More positions owned by J.Safra Asset Management

Invesco Qqq Trust Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology Technology (XLK)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Select Sector Spdr Trust The Financial Selec Financial (XLF)
Select Sector Spdr Tr Energy Energy (XLE)
Select Sector Spdr Tr Communication Communication (XLC)
Listed Fd Tr Roundhill Magn Roundhill Magnif (MAGS)
Ishares Msci All Country Asia Ex Japan Index Msci Ac Asia Etf (AAXJ)
Vanguard Intl Equity Ind Fd Ftse All World E Allwrld Ex Us (VEU)
Select Sector Spdr Trust The Health Care Sel Sbi Healthcare (XLV)
Spdr S&p Dividend Etf S&P Divid EFT (SDY)
Select Sector Spdr Trust The Industrial Sele Indl (XLI)
Vaneck Etf Trust Semiconductr Semiconductr Etf (SMH)
Stoxx Europe Aerospace & Defense Etf Select Stoxx Eur (EUAD)
Vaneck Etf Trust Pharmaceutcl E Pharmaceutcl Etf (PPH)

View all positions for J.Safra Asset Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
FMR
Goldman Sachs Group
BlackRock
Northern Trust
Clark Capital Management Group
Fisher Investments
Dimensional Fund Advisors
Citadel Advisors
American Century Companies
Envestnet Asset Management
Wells Fargo & Company
Renaissance Technologies
Bank of America Corporation
Ferguson Wellman Capital Management

View all funds holding Sumitomo Mitsui Financial Grp